Cordell & Cordell · 3 hours ago
Estate Planning Legal Administrative Assistant - Town and Country, MO
Cordell & Cordell is a large national firm focused on family law, and they are seeking an Estate Planning Administrative Assistant. The role involves managing client progress through the estate planning process, communicating with clients, and handling sensitive client data with care and accuracy.
ConsultingFamilyLegalMen's
Responsibilities
Manage client progress through the Cordell Estate Planning Process in all Cordell offices that offer estate planning
Communicate with clients to book appointments, check on status of draft document review, and assist in resolving client issues
Accurately update our Case Management Software to reflect client information and track client's progress through the Cordell Estate Planning Process
Administratively act as point of contact for Cordell Estate Planning offices nationwide
Prepare binders for client signings and maintain electronic files of scanned documents and drafts
Attend estate plan document signing meetings and serve as witness/notary
Handle sensitive client data with utmost discretion, care, and accuracy
Perform tasks as assigned with accuracy and promptness, meeting all agreed-upon deadlines
Qualification
Required
Must have familiarity with estate planning documents and concepts
Strong verbal and written communication skills, with a collaborative and approachable demeanor
Process oriented and works well with deadlines
Excellent typing skills and computer literacy, including a solid understanding Microsoft Word, Outlook, Excel applications as well as estate plan drafting software experience (please specify the drafting programs with which you have experience on your application)
Demonstrate proficiency to focus on details, handle multiple tasks, and remain highly organized
A professional presence and the ability to interact confidently with clients and colleagues
Reliable transportation and the ability to be onsite Monday through Friday from 8:00 AM to 5:00 PM
A proactive mindset and willingness to go above and beyond on simple requests to make things easier for others
Benefits
Medical Plans: including HDHP, PPO, HSA and FSA
Dental, Vision, Life and AD&D, Long-Term Disability, and Short-Term Disability Insurance
401(k) Savings with Employer Matching
Paid time off
Participate in our Wellness Program and potentially earn Employer Paid health premiums!
Company
Cordell & Cordell
Cordell & Cordell is a nationwide domestic litigation firm focused on men’s divorce and all other family law practice areas.
Funding
Current Stage
Growth StageRecent News
Cordell and Cordell
2025-09-29
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